Paloma 17.0 – Release Notes

Desktop

• Chrome

• Firefox

• MS Edge

• Chrome

• Firefox

• MS Edge

• Chrome

• MS Edge

Mobile

• iPad + Safari

• iPhone + Safari

• Android + Chrome

• iPhone + Salesforce app

• iPad + Salesforce app

• iPad + Safari + Salesforce (in browser, no Lightning)

A modern computer with at least 8 GB RAM (more memory is necessary for multiple browser tabs opened simultaneously).
Reasonable network bandwidth (at least 8 Mbps) and latency (50 - 200 ms).

Only the latest version of each of the above listed browsers is supported. We strongly recommend using the 64-bit browser version.

• MS Office 2013 or higher on Windows
  Versions down to MS Office 2007 are expected to work as well but Pricefx does not fix issues related solely to these older versions.

• .NET Framework 4.5 or higher (due to increased security requirements)

A validation error message in Price Lists and Live Price Grids contains a detailed exception description instead of highlighting the relevant field.

Price Setting

PFUN-35330

For consistency, the user role ‘View CG' has been renamed to ‘View Calculation Grid', the user role ‘Manage CG Types’ to ‘Manage Calculation Grid Types’, the user role ‘View CG Types’ to ‘View Calculation Grid Types’, the user role ‘Manage PL Types’ to ‘Manage Price Lists Types’, the user role ‘View PL Types’ to ‘View Price Lists Types’ and the user role 'PL Types’ to 'Price Lists Types’.

Price Setting - Calculation Grid

PFUN-35288

The customform.update endpoint now allows updating layout information.

Custom Forms - Backend

PFUN-35239

Copilot can now read data from portlets in the Review tab in Actions.

Copilot

PFUN-35189

Updated the Dashboard Snapshots documentation to include specific instance-level limits for snapshots per user, snapshots per partition, and parallel calculation tasks.

Dashboards

PFUN-35167

Users and administrators can now cancel long-running CLIC calculations and submissions directly during execution.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-34875

The hardcoded PA_CALCULATION_TIMEOUT_OVERRIDE_IN_SECS timeout has been made configurable in pricefx-config.xml.

Analytics - Backend

PFUN-34820

Updated the ValueChangeableInput.onValueChange() and ClickableInput.onClick() methods to support null or omitted lockInputNames parameters.

Groovy API

PFUN-34818

Introduced a new API endpoint importmanager.fetchconfiguredworkflows to retrieve a list of active Import Manager workflow configurations and their associated target objects.

Import Manager

PFUN-34817

Users can now continue chatting while an agent creation confirmation remains pending in the background.

Copilot, GenAI - Frontend

PFUN-34809

Users can now initiate data change requests for Price Lists, Live Price Grids, and Multi-Level Price Lists directly in the Import Manager without an initial file upload.

Import Manager

PFUN-34808

Manual editing and mass edit capabilities are now disabled for Price List, LPG, and Manual Price List items when an active workflow logic is defined, except for users with general administrator roles.

Import Manager

PFUN-34795

Updated the application to use the new Formatter V2 to ensure URLs are correctly rendered as clickable hyperlinks.

Price Setting

PFUN-34779

The custom form update endpoint now supports a query parameter (replaceInputs) to replace all existing inputs for forms that are not in a locked state.

Custom Forms

PFUN-34769

Distributed workers now utilize native read-only database sessions to improve performance and eliminate unnecessary flushes.

Hibernate

PFUN-34760

The Header tab now features persistent badges for alerts and warnings to ensure critical status information remains visible throughout the session.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-34713

The Alert and Banner components now include a new Neutral variant.

Unity

PFUN-34705

Introduced a new Groovy API method, switchToAsync, that allows header calculations to transition from synchronous to asynchronous processing during the preprocessing phase.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-34683

Updated the testexec endpoint response structure to align with the unified logic execution format used across the platform.

Backend - General

PFUN-34676

The application now displays an informative banner and disables autosave when a long-running synchronous calculation is in progress within CLIC modules.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-34659

You can now configure the persisted calculation processor independently for each Quote Type via header-level settings.

Quoting

PFUN-34577

Users can now use context linking to navigate directly to specific tabs and apply predefined filters on the Action Items page.

Context Linking

PFUN-34536

Added a share button to Price List and LPG filters to support context linking.

Unity

PFUN-34523

Improved the user experience in Models by ensuring that quick and advanced filter selections are preserved when navigating the list.

Model Class

PFUN-34498

Introduced a header configuration parameter to control whether document calculations are triggered during the revision process.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-34461

The Data Load confirmation dialog text has been simplified and updated with a new title for improved clarity.

Analytics - Data Loads

PFUN-34457

Workflow Designer is now available directly from the main menu for authorized users, with improved workflow list navigation, filtering, published-workflow viewing, and enhanced access rights management.

Workflow Designer

PFUN-34412, PFUN-34398, PFUN-34396, PFUN-34395

Users can now create workflows from scratch for supported business objects, edit workflow details, duplicate existing workflows into drafts, and manage workflows in a new interactive ReactFlow-based editor.

Workflow Designer

PFUN-34406, PFUN-34400, PFUN-34399, PFUN-34397

Workflow authoring has been enhanced with drag-and-drop node creation from a categorized palette, valid node connections, automatic node positioning, and a side panel for editing node settings with live-populated user, group, and role selections.

Workflow Designer

PFUN-34410, PFUN-34409, PFUN-34408, PFUN-34407

Workflow lifecycle management now includes real-time validity status, publishing, version creation from published workflows, and controls to activate, deactivate, or stop using workflows.

Workflow Designer

PFUN-34411, PFUN-34405, PFUN-34404, PFUN-34403, PFUN-34402

Introduced a new QAPI filter input for detection rules to enhance query building capabilities within the user interface.

Agents

PFUN-34368

Extended JCS functionality to support workflow types and subtypes.

Workflow Designer

PFUN-34332

Users can now initiate data change requests directly within the Import Manager via a new "Create Change Request" button available across multiple table types, including Price Records, BOMs, and Extensions.

Import Manager

PFUN-34327

Updated the form initialization process for PLTT and PGTT modals to ensure input fields render correctly and consistently.

UI - Inputs

PFUN-34324

The active tab and selected entity state are now preserved within the URL to maintain navigation context.

Strategy Designer

PFUN-34263

The Header Type configuration interface has been updated with a new layout for editing header types.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-34260

Users can now cancel long-running calculations using a new button located on the progress bar.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-34230

The rich text editor has been upgraded to a newer version of Quill, which may include minor visual updates.

Unity

PFUN-34226

A blue banner is now displayed above a CLIC document when a long-running synchronous action is in progress, allowing the document to be used in read-only mode.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-34216

Introduced a configurable asynchronous processing threshold for CLIC header types to optimize performance during large data calculations.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-34215

Pending approval requests are now automatically invalidated or restricted when the associated Calculation Grid or Calculation Grid Item is deleted.

Price Setting - Calculation Grid, Workflow

PFUN-34183

Selected items in the CLIC are now preserved after a recalculation is performed.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-34158

Introduced the markItemDirty() method in the Groovy API, allowing header logic to flag specific line items or entire folders for recalculation during the pre-phase.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-34093

The built-in date editor is replaced by the standard Date Picker component.

Visual Configuration

PFUN-34048

The Model Object parameters sidebar is now resizable with a mouse and supports an expanded width of up to 1500px.

Model Class

PFUN-34040

Users can now toggle the statement input control checkbox to programmatically connect or disconnect matching statements even when they are already linked.

Strategy Designer

PFUN-34019

Direct editing capabilities for Master Data tables are now automatically disabled when an Import Manager workflow is active, except for users with general administrator roles.

Import Manager

PFUN-34009

Resolved an issue where switching between Live Price Grids via URL did not correctly update the detail view without a page reload.

Price Setting - Live Price Grids (LPG)

PFUN-33971

The calculation engine now supports dynamic input generation by executing the initialization phase of a linked form logic when a form formula is defined.

UI - Inputs

PFUN-33963

Users can now initiate bulk data editing in the Import Manager directly from the table view without the need to upload an external file.

Import Manager

PFUN-33946

The Studio now supports debugging for all Form logic modes via the formula test execution endpoint, providing detailed trace elements and execution messages in the response.

UI - Inputs

PFUN-33942

The Salesforce integration has been updated to utilize the External Client App framework.

CRM Integrations

PFUN-33941

Updated the API documentation to clarify that the endRow parameter is exclusive when paginating through data sets.

Analytics

PFUN-33919

The Excel Client has been deprecated and removed from the main application menu.

Excel Client

PFUN-33824

Data Change Request features and administration menus are now hidden behind a feature flag in preparation for their upcoming removal.

Data Change Requests (DCR)

PFUN-33822

Enhanced the Price List and LPG creation dropdowns to include a search function when eight or more items are available.

Unity

PFUN-33601

Updated the default color palettes used across all charts to ensure a consistent visual experience.

Design System

PFUN-33566

Dirty price grid calculations now execute in lightweight mode when the number of items is below the configured threshold.

Price Setting - Backend

PFUN-33539

Strategy and Formula Designer now render placeholder blocks for missing or invalid metadata, allowing users to access and recover workspaces that would otherwise fail to load.

Formula Designer, Strategy Designer

PFUN-33495

Introduced a new formulamanager.executeform endpoint that supports executing form logic in three distinct modes—init, valueOptions, and action—while exposing context-specific parameters to the logic.

UI - Inputs

PFUN-33320

Introduced new API endpoints and configuration options to support the execution of Data Processing Engine (DPE) logics.

Core

PFUN-33307

Introduced a new logic type, "forms," which provides a dedicated calculation context and access to the form interface within the calculation engine.

UI - Inputs

PFUN-33218

The 'Autofit' and 'Autofit All Columns' options for tables with the 'Expand' option do not work correctly.

UI - Table

PFUN-33186

Users are now prevented from creating multiple dashboard snapshots with the same name.

Dashboards

PFUN-33102

Users with the Administer Dashboards role can now create dashboard snapshots, aligning their permissions with existing dashboard management roles.

Dashboards

PFUN-32954

Copilot now features a markdown-enabled text input that preserves formatting during copy-pasting and uses Cmd/Ctrl + Enter to send messages.

Copilot, GenAI - Frontend

PFUN-32722

The Groovy API now supports the api.currentItem() method within Configuration Wizards to retrieve the parent CLIC object.

Groovy API

PFUN-32638

The color picker now supports palette variables, allowing for more consistent and dynamic styling across your projects.

Design System

PFUN-32633

Error notifications are now automatically cleared when navigating away from the document detail page.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-32276

The document export service now supports HTML rendering for DOC and PDF formats, ensuring rich text from the Header tab is correctly formatted in the final output.

Agreements & Promotions - Backend, Quoting - Backend, Rebates - Backend, Sales Compensation - Backend

PFUN-32272

Updated the endpoint execution lifecycle to ensure database transactions are committed before the HTTP response is finalized.

Core

PFUN-32140

Enhanced the application lifecycle management by implementing graceful shutdown procedures, request draining, and new Prometheus metrics for monitoring active and total request execution.

Core

PFUN-32133

Introduced the ability to automatically execute one or more initialization logics upon application startup to pre-populate caches or perform other read-only operations.

Core

PFUN-32131

The Groovy API now includes the method deleteFolder(String lineId) to delete folders and their nested items during the calculation pre-phase.

Agreements & Promotions - Backend, Quoting - Backend, Rebates - Backend, Sales Compensation - Backend

PFUN-31856

The Live Preview panel now features a dedicated view for visualizing entity relationships through both graphical and list formats.

Formula Designer, Strategy Designer

PFUN-29798

Optimized Calculation Record processing by implementing a distributed fat slave architecture to improve performance and scalability during local calculation tasks.

Condition Records

PFUN-29604

Added direct links to logic details for CLIC header and condition types.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-26934

Item alerts and warnings now persist across sessions, ensuring badges remain visible when navigating away from and returning to a document.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-26763

The Groovy API now includes methods (openFolder and closeFolder) to programmatically open and close folders within the CLIC interface.

Agreements & Promotions - Backend, Quoting - Backend, Rebates - Backend, Sales Compensation - Backend

PFUN-26317

Optimized dirty calculation performance for Price Lists and Live Price Grids by enabling distributed job processing from the initial task execution.

Price Setting - Backend

PFUN-20897

Users now receive real-time notifications and status updates upon the completion of backend calculations and actions within CLIC modules.

Agreements & Promotions, Quoting, Rebate Records

PFUN-18834

HTML sanitization is now enforced by default in Dashboard Controllers to enhance security, with an optional feature flag available to allow unrestricted HTML injection when necessary.

Dashboards

PFUN-10427

Fixed an issue in Master Data LINK columns where hyperlinks with custom labels defined by HTML <a> tags were not rendered correctly and could open as relative links. LINK columns now correctly display labeled links and redirect users to the intended target page.

UI - General React

PFUN-35491

The frontend container crashes with an OutOfMemory error when a user moves multiple large contracts into a folder simultaneously.

Agreements & Promotions

PFUN-35478

Some deployed JavaScript libraries are outdated and contain known vulnerabilities. Fix: Axios library upgraded to version 1.17.0.

Backend - General

PFUN-35476

A dashboard portlet renders raw HTML button tags instead of an actual button. Fix: Dashboard portlets and other sanitized HTML surfaces now correctly render buttons and native popovers as interactive UI elements, instead of showing raw HTML markup in the UI. Unsafe attributes are still removed, and scripts, event handlers, and other unsafe markup remain blocked.

Dashboards

PFUN-35378

A non-periodic Calculation Flow job runs as periodic if it is started manually before its first scheduled run.

Calculation Flows

PFUN-35344

Quote submission shows a 'Workflow logic quote not found' error even when no workflow is configured.

Quoting - Backend, Workflow

PFUN-35324

In Calculation Grids, users with the 'Edit Calculation Grid' role can see and use options for which they do not have authorization.

Price Setting - Calculation Grid

PFUN-35309

The Excel export for Bonus Agreement payout records incorrectly displays Java object references in the ID column instead of serialized link values.

Agreements & Promotions

PFUN-35304

The system sends redundant duplicate requests during the initial loading of list and detail views for Formula, Strategy, and Workflow Designers.

Visual Configuration

PFUN-35290

The system incorrectly sanitizes and blocks valid HTML tags such as <svg>, <input>, and <button> in Dashboard Controllers and Configurator entries, preventing the use of custom buttons and interactive elements.

Unity

PFUN-35140

On the Rebate Record detail, the Summary table Total row shows an "Invalid date" tooltip for the Target period start and end dates.

Rebate Records

PFUN-35111

Distributed calculations in Price Analyzer fail partially due to transaction rollback errors that prevent database updates and obscure the original root cause in the logs.

Analytics - Data Loads

PFUN-35063

Users experience an "undefined" value in the URL and dropdown menu when opening the Rebate Records module for the first time.

Rebate Records

PFUN-34913

A user with the 'Edit Company Parameters' user role cannot submit, inline edit, or mass edit values on the Import Manager review page.

Import Manager

PFUN-34900

The system incorrectly multiplies numeric values by 100 when applying the percent format type directly within Quote Line Items.

Quoting

PFUN-34798

Dashboard snapshots fail to display any content or portlets when the underlying dashboard logic contains hidden configurator inputs.

Dashboards

PFUN-34773

Group inputs in the side panel appear read-only and lack a clear option after a selection is made via attribute selection or advanced filters.

Agreements & Promotions, Quoting, Rebate Agreements, Sales Compensation

PFUN-34757

The system fails to render HTML tags, such as links, in messages processed through ConfiguratorEntry and DashboardController, displaying them as plain text instead.

Backend - General

PFUN-34749

The system displays the internal name instead of the user-defined label in confirmation dialogs and notifications when deleting a header type.

Agreements & Promotions, Quoting, Rebate Agreements, Sales Compensation

PFUN-34741

Line item input values are incorrectly overridden by header values even when the line item is modified by the user.

Rebate Agreements

PFUN-34739

The "IS ONE OF" advanced filter on the Price List Summary tab fails to populate the dropdown with available values.

Price Setting - Price Lists

PFUN-34730

The Quote UI displays an incorrect selected line item count after a user triggers a line-level recalculation that replaces the existing item.

Quoting

PFUN-34719

The Import Details page displays incomplete data and lacks a loading indicator when secondary data fetching is delayed.

Master Data

PFUN-34714

The Import Manager displays a blank page instead of error records when switching between item filters if the previously active page number exceeds the total number of pages available for the new selection.

Import Manager

PFUN-34712

The system fails to create a Price List from a Live Price Grid detail view when more than 100 attribute extensions are selected.

Price Setting - Live Price Grids (LPG)

PFUN-34704

The inline configurator displays an incorrect red validation outline across the entire component when only a single nested input is marked as required.

Agreements & Promotions, Quoting, Rebate Agreements, Sales Compensation

PFUN-34658

The system displays an "undefined" error message when adding a portlet for a product ID that contains special characters, such as the percent sign.

Master Data - Products

PFUN-34578

The React Quoting UI fails to display informational messages generated by the api.setAlertMessage() function within the line item output.

Quoting

PFUN-34533

Users can view the details of a new quote during creation even when their access is restricted by the Quote Entitlement Filter.

Quoting

PFUN-34531

The system displays incorrect header labels and IDs when navigating between Price List details via URL changes.

Price Setting

PFUN-34505

The Revoke button remains visible in the React Quote list even when it is explicitly disabled in the Quote Type JSON configuration.

Quoting

PFUN-34316

The system throws a JSON syntax error when users attempt to create, open, or recalculate Price Lists and Live Price Grids.

Price Setting - Live Price Grids (LPG), Price Setting - Price Lists

PFUN-34298

The New Price List button displays an empty, non-functional dropdown menu when only one price list type is available.

Unity

PFUN-34267

The LPG increase and decrease threshold values incorrectly increment or decrement by 100% instead of 1% when using the adjustment arrows or keyboard input.

UI - Inputs

PFUN-34264

Users experience an error and a blank screen when discarding a new revision and attempting to navigate back to the previous document.

Agreements & Promotions, Quoting, Rebate Agreements, Sales Compensation

PFUN-34129

The Price Builder system fails to close database transactions, causing long-running sessions that prevent autovacuum processes from maintaining database health.

Backend - General

PFUN-34064

The model.loadTable() method fails to reset unspecified columns to null when updating existing rows, incorrectly preserving previous values instead of treating them as missing data.

Model Class

PFUN-34051

The system flushes rows with missing or invalid key values into the data source instead of blocking them during the data feed validation process.

Analytics - Data Loads

PFUN-34025

The system fails to update the Custom Form calculation status when the calculation logic encounters an exception.

Custom Forms - Backend

PFUN-34021

Quotes remain stuck in a pending status and cannot be recalculated or submitted if an initial calculation failure occurs.

Quoting, Quoting - Backend

PFUN-33969

The system fails to apply the original product selection when duplicating a price list that has a locked product configuration.

Price Setting

PFUN-33920

The left panel reloads and resets input focus to the first series data label whenever a user edits a field on the Agent definition step.

Agents

PFUN-33849

Strategy activation fails to complete and eventually times out due to a recursive database query that runs indefinitely.

Strategy Designer

PFUN-33826

Users are unable to approve or deny rebate records from the grid view unless they possess administrative workflow permissions, even when they belong to the designated approver group.

Rebate Records, Rebates - Backend

PFUN-33616

The system allows users to modify product selections in Price Lists derived from Price List Types despite those changes not being applied upon saving.

Price Setting - Price Lists

PFUN-33351

The system fails to prevent SAML response replay attacks, allowing the same assertion to be reused multiple times to obtain session cookies within its validity period.

Authentication

PFUN-33114

The browser experiences progressive performance degradation and increased memory consumption when repeatedly opening and closing the quote line item configurator.

Quoting, UI - Configurator

PFUN-33055

Users experience "Submit not allowed" errors or unintended interactions because action buttons remain active while a submission is in progress.

Price Setting - Price Lists

PFUN-31921

The application fails to sanitize user-provided input in certain parameters, allowing potentially malicious HTML payloads to be stored in the database and rendered on web pages.

Filtering

PFUN-30767

The system allows the creation of multiple users with identical login names when concurrent requests trigger a race condition.

Administration

PFUN-30749

Distributed calculations unnecessarily maintain open database transactions while waiting for results or items, causing idle-in-transaction timeouts during long-running processes.

Core

PFUN-29977

The system allows unauthorized hyperlink injection in picklist names and various UI components, including modals and notifications, potentially redirecting users to external malicious websites.

Price Setting - Price Lists

PFUN-28985

The system fails to notify users when workflow or creation workflow logic is missing or inactive, resulting in the silent application of default logic that may cause unpredictable errors.

Quoting - Backend, Rebates - Backend, Sales Compensation - Backend, Agreements & Promotions - Backend

PFUN-28901

The pagination row count displays an incorrect total when a single folder spans multiple pages.

Quoting, Rebate Agreements, Sales Compensation, Agreements & Promotions

PFUN-28290

The system fails to update the LPG price setting name in the table immediately after an edit, requiring a manual page refresh to display the changes.

Price Setting

PFUN-26786

Long-running Price Analyzer calculation data loads fail prematurely when database connections are terminated due to idle-in-transaction timeouts.

Analytics - Backend

PFUN-24371

The system fails to copy data from the Extra Info columns when duplicating customer assignments in a Price List.

Price Setting - Price Lists

PFUN-21844

The calculation grid displays an incorrect item count that does not match the actual number of rows present in the table.

Price Setting - Calculation Grid - Backend

PFUN-21298

The Query API now supports joining two pipelines via the execute and meta endpoints.

Query API

PFUN-30794

Users experience an empty results list when clicking on alert badges in the Quote Configurator, preventing them from filtering and viewing items with errors or warnings.

Quoting, Quoting - Backend, UI - General React

PFUN-35688

The system ignores the user-defined target date input in scheduled calculations and instead defaults to the target date of the object header.

Agreements & Promotions - Backend, Core

PFUN-35672

The system fails to display a notification when a user opens a quote link containing preselected line item IDs that are missing from the document.

Context Linking

PFUN-35509

The Live Price Grid Summary button and tab remain visible even when the showSummaryButton configuration is set to false.

Price Setting - Live Price Grids (LPG)

PFUN-35485

The system incorrectly auto-approves dirty items during lightweight partial recalculations of single Live Price Grid items even when the skipAutoApproveOnDirtyPGI property is enabled.

Price Setting, Price Setting - Backend

PFUN-34665